Other · DOL Form 5500 · 2024
Caromont Health, Inc. Retirement Plan
Data updated 2026-07-24
- $511M
- Total assets
- 4,913
- Participants
- 97th
- Percentile by assets
- $103,970
- Avg per participant
Official DOL plan name: Caromont Health, Inc. Retirement Savings Plan · Sponsored by Caromont Health, Inc. · North Carolina · Healthcare & Social Assistance
$511M in assets, 4,913 participants
Caromont Health, Inc.'s Caromont Health, Inc. Retirement Savings Plan reported $511M in total assets and 4,913 participants in its 2024 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 97th percentile by assets (of 116,472 plans)
Coverage in North Carolina
Caromont Health, Inc. Retirement Savings Plan covers 4,913 participants in North Carolina, 5.8x the typical North Carolina plan (state average ~846 per filing). Assets: $511M.
- $511M
- total plan assets (2024 EOY)
- 4,913
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $103,970
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caromont Health, Inc. Retirement Savings Plan end-of-year assets rose from $444M in the plan year 2023 filing to $511M in the plan year 2024 filing.
- Caromont Health, Inc. Retirement Savings Plan reported participants rose from 4,458 in the plan year 2023 filing to 4,913 in the plan year 2024 filing.
- Caromont Health, Inc. Retirement Savings Plan reported net income fell from $69M in the plan year 2023 filing to $67M in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 846 participants across 3,325 plans. Caromont Health, Inc. Retirement Savings Plan reports 4,913 participants - 5.8x that state average ($511M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $444M |
|---|---|
| Net Assets (End of Year) | $511M |
| Net Income | $67M |
| Employer EIN | 581636959 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caromont Health, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,920 | $587M |
| 2023 | 2 | 5,116 | $557M |
| 2024 | 2 | 5,532 | $569M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
Caromont Health, Inc. Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Firsthealth of the Carolinas, Inc. Matching Savings Plan $451M · 5,933
Similar-Sized Other Plans Nationally
Other plans in other states closest to Caromont Health, Inc. Retirement Savings Plan by total assets, not by location.
- All Childrens Health System, Inc. 403(b) Savings Plan (FL) $514M · 3,838
- Midwestern University Retirement Plan (IL) $508M · 1,636
- Children's Medical Center of Dallas Employee Savings Plan 401(a)Component (TX) $507M · 10,127
- New York Blood Center Retirement Plan (NY) $505M · 2,629
Frequently Asked Questions
How did Caromont Health, Inc. Retirement Savings Plan assets move in 2024? ▼
How have Caromont Health, Inc. plan assets changed over time? ▼
Where does Caromont Health, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Caromont Health, Inc. Retirement Savings Plan? ▼
Next read for Caromont Health, Inc. Retirement Savings…
Filing takeaways
Ways to act on Caromont Health, Inc. Retirement Savings Plan's numbers.
- By total assets, Caromont Health, Inc. Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Caromont Health, Inc.'s sponsor-wide assets have declined 3.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581636959.
Read our methodology - how this data is sourced, computed, and verified.